Avantax Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Avantax Advisory Services’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$23.7M	Buy	370,607 +5,892	+2%	+$359K	0.13%	126
2025 Q1	$22.5M	Buy	364,715 +27,196	+8%	+$1.7M	0.14%	117
2024 Q4	$20.7M	Buy	337,519 +27,487	+9%	+$1.73M	0.13%	117
2024 Q3	$19.4M	Sell	310,032 -99,615	-24%	-$6M	0.13%	125
2024 Q2	$23.6M	Sell	409,647 -28,445	-6%	-$1.62M	0.17%	93
2024 Q1	$25.4M	Sell	438,092 -32,107	-7%	-$1.78M	0.23%	65
2023 Q4	$25.3M	Sell	470,199 -32,828	-7%	-$1.66M	0.25%	55
2023 Q3	$24.9M	Buy	503,027 +3,621	+0.7%	+$187K	0.28%	47
2023 Q2	$25.7M	Sell	499,406 -4,645	-0.9%	-$234K	0.29%	43
2023 Q1	$25.2M	Sell	504,051 -19,510	-4%	-$980K	0.31%	38
2022 Q4	$26.2M	Sell	523,561 -33,869	-6%	-$1.66M	0.35%	33
2022 Q3	$24.8M	Sell	557,430 -115,790	-17%	-$5.7M	0.38%	31
2022 Q2	$32.1M	Sell	673,220 -65,952	-9%	-$3.33M	0.48%	27
2022 Q1	$39.5M	Buy	739,172 +70,776	+11%	+$3.78M	0.54%	25
2021 Q4	$37.1M	Buy	668,396 +9,309	+1%	+$497K	0.56%	26
2021 Q3	$33.1M	Buy	659,087 +48,523	+8%	+$2.51M	0.55%	25
2021 Q2	$30.7M	Buy	610,564 +83,032	+16%	+$4.17M	0.56%	23
2021 Q1	$25.5M	Buy	527,532 +205,171	+64%	+$9.48M	0.55%	25
2020 Q4	$14.5M	Buy	322,361 +8,788	+3%	+$374K	0.34%	49
2020 Q3	$12.5M	Buy	313,573 +76,880	+32%	+$3.05M	0.2%	91
2020 Q2	$8.89M	Buy	236,693 +91,148	+63%	+$3.31M	0.26%	66
2020 Q1	$4.75M	Buy	145,545 +86,706	+147%	+$3.39M	0.14%	104
2019 Q4	$2.47M	Buy	58,839 +8,174	+16%	+$331K	0.06%	184
2019 Q3	$1.98M	Buy	50,665 +567	+1%	+$21.8K	0.08%	133
2019 Q2	$1.91M	Buy	50,098 +171	+0.3%	+$6.41K	0.08%	121
2019 Q1	$1.83M	Buy	49,927 +4,512	+10%	+$160K	0.1%	112
2018 Q4	$1.51M	Buy	+45,415	New	+$1.6M	0.25%	100

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Avantax Advisory Services's DGRO Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.6% in Q2 2025, buying an estimated $359K and bringing the position to 370,607 shares worth $23.7M. The position accounts for 0.13% of the portfolio, ranked #126.

Avantax Advisory Services first reported a position in DGRO in Q4 2018 and has held it in 27 quarters since. The position peaked at $39.5M in Q1 2022. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Avantax Advisory Services held 370,607 shares of iShares Core Dividend Growth ETF worth $23.7M as of Q2 2025.
Avantax Advisory Services bought 5,892 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $359K.
iShares Core Dividend Growth ETF made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #126 holding.
Avantax Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Core Dividend Growth ETF position peaked at $39.5M in Q1 2022.
1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.